Retirement planning · Module 14

Forget
nothing

Around retirement, deadlines and registrations pile up – here's the overview.

◎

Step by step

Register early

Capital & deadlines

PF capitalregister up to 3 years before

AHV pensionapply months before

Deadlinesdon't miss them

Optimize beforehand

Pillar 3adraw in stages

PF buy-insmake in time

Spreadbreak the progression

Check the cover

Accidentnow via health insurance

Death coverreassess

Partnercheck the cover

Settle afterward

Budgetadjust to retirement

Withdrawal planset for the capital

Estatekeep documents current

Good to know

💡 First step: Around retirement, deadlines and registrations decide real money – with a personal checklist you forget nothing important.

This video is no substitute for personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg